Patrimonial planning in Italy
Whether large or small, consolidated or developing, the patrimony of each of us is a value to be managed with care, to be grown, protected and, finally, transmitted. During every phase of life, it is essential to use adequate instruments and to have a conscious approach.
Often, however, on this topic confusion reigns, and many people fall into the error of considering patrimonial management as an issue to be addressed only in old age, linked to succession or transmission.
On the contrary, taking care of one’s patrimony is important at every moment of life: both for a young entrepreneur starting out with a start-up, and for a couple building a family or for those who have inherited a considerable sum.
Growing one’s patrimony, by saving, investing with foresight and protecting one’s assets, is fundamental, as well as planning the generational transition accurately.
Patrimonial planning is, therefore, a key word to achieve one’s objectives and ensure for oneself, for one’s family and for one’s business a serene and prosperous future. But how to address a correct patrimonial planning?
In Italy, today, there are numerous useful instruments to plan one’s patrimony, such as the various insurance and financial solutions for saving, pension and investments. However, the regulation in matters of succession and inheritance is complex and continuously changing: for this reason, it is essential to rely on a trusted advisor.
These professionals, collaborating with experts such as notaries, lawyers and accountants, can guide people in the path of patrimonial planning: from the understanding of specific needs, to the identification of problems, up to the choice of the most suitable instruments for every phase of the path.
Since laws change, judgments influence case law and individual needs can evolve, a patrimonial planning project is necessary that is constantly monitored and updated, taking into account continuously changing external factors.
By turning to Boschetti Studio Legale you will be able to address the topic of family patrimonial planning with awareness, exploring a complex world of options and instruments, each conceived to respond to specific needs.
Every family nucleus, in fact, has a patrimony with unique characteristics, and there is no universal solution. The wealth planning process is not limited to numbers and regulations: it implies an emotional involvement, linked to family dynamics, personal preferences and long-term objectives. Every decision today has the potential to deeply influence the future, both financially and in family bonds. This is why tailored planning, including transnational planning, and therefore patrimonial planning for a foreign citizen in Italy, is essential not only to manage the patrimony effectively, but also to protect family harmony and the well-being of future generations.
- Successione
- Dichiarazione di successione
- Successione ereditaria
- Successione legittima
- Successione testamentaria
- Successione internazionale
- Pianificazione successoria
- Successione impresa
- Passaggio generazionale impresa
- Patti di famiglia
- Pianificazione patrimoniale
- Patti successori
- Retratto successorio
- Segregazione patrimoniale
- Fenomeni particolari successione
Donation and family pact
In the context of patrimonial planning, instruments such as donation and the family pact play central roles. Donation allows an immediate transfer of assets, both movable and immovable, from one person to another, and is a particularly useful choice in case of urgencies, such as precarious health conditions, or for those who wish to see the beneficiaries enjoy their patrimony during their lifetime. However, donation presents limits of irrevocability, which require careful analysis to avoid succession imbalances.
The family pact, instead, is a versatile and sophisticated instrument, particularly useful for those planning business succession. It allows transferring the patrimony in a structured manner, preventing potential conflicts between heirs thanks to its adaptability and to the right of withdrawal, which grants flexibility and control even over time. Furthermore, the family pact allows derogating from inheritance pacts, favouring an equitable and stable patrimonial transfer.
Trust and property planning documents
The trust is an ideal instrument for long-term patrimonial management, thanks to its exceptional flexibility. In this case, assets are entrusted to a trustee, who manages them in the interest of the designated beneficiaries, easily adapting to complex or changing scenarios.
The recent Italian regulation has modified the fiscal framework of the trust, shifting attention from the constitution to the final phase of distribution of assets, therefore requiring more accurate planning to avoid fiscal surprises.
In addition, property planning documents and the real estate plan constitute the basis to protect and transfer assets effectively and according to the wishes of the owner.
Boschetti Studio Legale has in its team lawyers experienced in the drafting and management of such documents, a competence crucial to ensure compliance with local regulations and to protect the inheritance from unforeseen legal or fiscal risks.
Legal advice for patrimonial planning for a foreigner in Italy
For a foreigner residing in Italy or for a person residing abroad with Italian assets, patrimonial planning can present particular challenges. Fiscal regulations and succession laws can vary significantly from one Country to another, and for this reason, the intervention of a lawyer for international patrimonial planning becomes fundamental. A law firm for tailored patrimonial advice for foreigners residing in Italy is able to guide the client through Italian fiscal and succession regulations, identifying the most effective strategy to protect and manage assets in compliance and with attention to legal particularities.
Our legal assistance covers all phases of business succession planning, from the choice of the most appropriate instrument (such as trust, donations or family pacts) to the drafting of specific documents, taking into account any applicable taxation. Thanks to the competence of legal experts, it is possible to protect the patrimony in line with Italian regulations, ensuring that the wishes of the client are respected and that assets are transferred without conflicts and in the best interest of the beneficiaries.
Scenari tipici / Casi studio
Gli scenari tipici sono stati elaborati da una fusione delle fattispecie più significative di diritto di famiglia che lo Studio tratta abitualmente, al fine di creare un caso strutturato e complesso, utile al lettore per orientarsi nella gestione del proprio caso personale. I casi studio illustrano invece vicende singole, realmente trattate, con dati e dettagli anonimizzati per garantire la riservatezza dei clienti.
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Coppia residente a Roma: cittadino italiano e compagna straniera priva di documenti di soggiorno. Ricorso cautelare ex art. 700 c.p.c. per tutela della convivenza, seguito da pratica per carta di soggiorno familiare UE.
Adozione di maggiorenne per riconoscere un rapporto familiare di fatto
Cittadino statunitense residente a Roma con legame affettivo stabile con lo zio acquisito. Procedimento per adozione di persona maggiorenne ex artt. 291 e ss. del Codice Civile per formalizzare il rapporto familiare.
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Imprenditore italiano e compagna brasiliana conviventi da tre anni a Milano. Tre vulnerabilità interconnesse: migratoria, patrimoniale e successoria, risolte con un intervento coordinato su tre fronti paralleli.
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Una coppia sposata da otto anni intraprende l’adozione internazionale con la Colombia. Un percorso attraverso due ordinamenti, tre istituzioni italiane e l’autorità centrale colombiana.
Successione con eredi in 4 paesi diversi: coordinamento Italia-USA-UK-Svizzera
Un imprenditore italiano lascia un patrimonio distribuito tra Italia, Stati Uniti e Svizzera, con quattro eredi in altrettanti paesi. Quattro ordinamenti, quattro sistemi fiscali da coordinare in parallelo.
Adozione maggiorenne figlio del partner: riconoscimento legame affettivo ventennale
Un uomo di cinquantotto anni chiede di adottare il figlio trentenne della moglie, cresciuto insieme da vent’anni. Un legame reale che la legge non riconosceva, con implicazioni successorie per i figli biologici.
Impugnazione testamento per lesione di legittima: recuperati 800.000 euro per gli eredi
Due figli ricevono 20.000 euro ciascuno da un testamento che lascia quasi tutto alla seconda moglie del padre. Un’azione di riduzione per lesione della quota di legittima risolta in mediazione.
Pianificazione successoria azienda familiare: passaggio generazionale da 3 milioni
Un imprenditore di sessantadue anni deve trasferire un’azienda da 50 dipendenti al figlio che la gestisce, tutelando la figlia che ha scelto un altro percorso. Patto di famiglia e holding per garantire continuità.
Adozione internazionale da parte di single: quando la legge apre una strada che pochi conoscono
Una donna single di quarantacinque anni intraprende l’adozione internazionale. Un percorso giuridicamente possibile ma poco conosciuto, che richiede una strategia legale specifica fin dal decreto di idoneità.
Eredità digitale: gestione criptovalute e asset digitali del defunto
Un professionista muore lasciando criptovalute per oltre 600.000 euro su wallet e exchange, senza istruzioni di accesso. Un patrimonio digitale che rischiava di andare perduto per sempre.
Rettifica del nome per persona transgender: documenti coerenti con la propria identità
Una professionista trentaduenne, in trattamento ormonale da otto anni, con documenti ancora al nome maschile di nascita. La discrepanza anagrafica generava outing forzati quotidiani in ambito lavorativo, bancario e amministrativo.
Attribuzione di sesso e aggiornamento di oltre 20 documenti: dalla sentenza alla nuova identità anagrafica
Un dirigente di 45 anni con sentenza di rettificazione già ottenuta si trova davanti al vero ostacolo: coordinare carta d’identità, patente, laurea, contratti di lavoro, mutuo e polizze assicurative presso enti con procedure non uniformate.
Legal advice for patrimonial planning for a foreigner in Italy
The choice of the best instrument for patrimonial planning depends on the characteristics of the patrimony and on long-term family objectives. For those who own a complex or diversified patrimony, such as real estate, business shares or international assets, flexible instruments such as the trust can offer sustainable management over time and protect assets from legal and fiscal risks.
If the main objective is to ensure business continuity, instruments such as the family pact allow transferring assets with equity and harmony.
Personalised advice from a specialised firm is often essential, since it allows building an effective, informed strategy in line with the regulations in force, even when it concerns patrimonial planning for a foreign citizen in Italy. Patrimonial planning is therefore a process of central importance, which not only protects the patrimony but also ensures the serenity and security of one’s loved ones for the future.
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What are the 4 phases of the patrimonial advice process?
The four phases of the patrimonial advice process:
• The analysis phase, which provides for the gathering of information on the financial situation of the client and on their objectives.
• The planning phase, in which the advisor develops a tailored strategy for patrimonial management.
• The implementation phase, which focuses on the implementation of the planned strategies.
• Finally, the monitoring phase, which allows periodically assessing the results and making changes as needed.
What does the patrimonial lawyer do?
The patrimonial lawyer offers support to protect and optimise the patrimony of clients, with advice on investments, succession, asset protection and fiscal planning.
This role is essential to ensure efficient patrimonial management, reduce legal risks and prevent disputes, as well as to provide solutions for the transmission of assets.
What does an immigration lawyer do?
The immigration lawyer assits clients in all matters relating to the rights of foreigners, such as obtaining residence permits, visas, citizenship and assistance for family reunification. They represent clients in expulsion cases and ensure that the rights of immigrants are respected, supporting them in bureaucratic and legal procedures.
How much does an immigration lawyer cost?
The cost of an immigration lawyer varies considerably according to the complexity of the case, such as obtaining a visa, citizenship or defending oneself in expulsion proceedings.
Some lawyers offer hourly rates, while others propose packages with fixed amounts for certain matters, making the overall expense variable.
